Sarver Vrooman Wealth Advisors: 13F holdings
CIK 20762152026Q2
| Positions | 145 |
|---|
| Reported value | $167.8m |
|---|
| Filed | 2026-07-02 |
|---|
Change since last quarter
| Positions | 145 (+7 vs prior quarter) |
|---|
| Reported value | $167.8m (+3.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHD SCHWAB US DIVIDEND ETF EQUITY | 1,661,097 | $53.4m | 31.8% |
| IBDW ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 2,220,499 | $46.1m | 27.5% |
| IBDZ ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | 1,681,034 | $43.6m | 26.0% |
| DGRW WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 47,915 | $4.6m | 2.7% |
| DBEF XTRACKERS MSCI EAFE ETF EQUITY | 78,314 | $4.3m | 2.6% |
| AVLV AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | 44,966 | $4.1m | 2.4% |
| INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | 39,012 | $853,973 | 0.5% |
| BSMR INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | 36,117 | $853,802 | 0.5% |
| AAPL APPLE INC | 2,656 | $807,025 | 0.5% |
| IBDX ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | 21,462 | $538,314 | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2076215")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples